AWA

Aletheian Wealth Advisors Portfolio holdings

AUM $205M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$1.35M
3
+$1.16M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$702K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$619K

Top Sells

1
+$1.46M
2
+$862K
3
+$645K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$401K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$353K

Sector Composition

1 Technology 5.62%
2 Financials 5.14%
3 Consumer Discretionary 2.55%
4 Communication Services 2.29%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$74.3K 0.05%
1,469
77
– –
-6,089
78
– –
-12,181
1 2 3
4